Senior Relationship Manager (Wealth Management)

Requirements

• SFC Type 1,4 licensee, type 9 is highly preferred.

• Good knowledge of investment products, especially equities, bonds, insurance products and structural products.

• A track record in fund raising, growth of AUM, bringing in High-Net Worth clients is preferable.

• 5 years or above sales experiences in bank/ securities firm.

• Self-motivated, independent, and able to work under pressure, result oriented.

• Good command of spoken and written English and Chinese, including Putonghua.

• Willing to travel to Mainland China.

Responsibilities

• Provide a professional, wealth management service to our High-Net-Worth clients.
• Develop great relationship with existing clients.
• Receive trade orders from clients and forward to trade dealers or place the orders using trading terminals.
• Manage the on-boarding of new clients and expand our client base.
• Assist in the rollout of new financial products and services to clients.
• Work closely with investment managers to understand the latest trends in the market.